Bordeaux Wealth Advisors LLC Vanguard Small Cap ETF Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,792 shares of VB stock, worth $900,941. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,792
Previous 3,940
3.76%
Holding current value
$900,941
Previous $946,000
3.7%
% of portfolio
0.15%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,325Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio